Interact to see
Advertisement
Advertisement
ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$68.56
Change+$0.97 (+1.44%)
VolumeN/A
Net Assets149.31B
JOHCM Global Select Institutional
Price$11.66
Change+$0.21 (+1.83%)
VolumeN/A
Net Assets8.61M
ANWPX vs JOGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JOGIX commentary
Jun 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Buy and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. JOGIX (8.61M). ANWPX pays higher dividends than JOGIX: ANWPX (0.53) vs JOGIX (0.00). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWPX (0.73). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 7.94 vs. JOGIX (-18.06). ANWPX return over 5 years is better than : 44.52 vs. JOGIX (-25.14).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.02 | 72% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 7.809 | -1.477 | -529% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 8.61M | 1,730,747% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 7.94 | -18.06 | -44% |
| Returns for 3 years | 35.88 | -19.46 | -184% |
| Returns for 5 years | 44.52 | -25.14 | -177% |
| Returns for 10 years | 74.03 | -18.37 | -403% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers